Strategic Relationship Manager

3 weeks ago


Rajkot, Gujarat, India OppenheimerFunds Distributor, Inc Full time

Job Title: Relationship Manager

Job Summary:

As a Relationship Manager at OppenheimerFunds Distributor, Inc, you will be responsible for building and maintaining strong relationships with distributors across assigned channels to achieve continuous and sustained subscription to our organization's funds.

Key Responsibilities:

  • Contribute to sustained growth in sales through initiatives targeted at long-term development of distributor relationships and deepening markets for the organization.
  • Achieve defined sales targets through a steady sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritizing and scheduling own activities so targets are met.
  • Maintain call reports and implement the sales process of the organization.
  • Drive profitability and market share for the organization.
  • Strengthen working relationships with current channel partners and distributors to entrench the Invesco brand and grow sales.
  • Maintain and prioritize regular contact with channel partners to sustain and improve the relationship.
  • Ensure our distributors have a detailed understanding of our funds and products.
  • Offer support to channel partners on marketing material, product information, investment strategies, investment outlook, and joint calls with prospective investors.
  • Coordinate and lead distributor events, training initiatives geared at distributors, fund manager calls, and Investor Education initiatives in your assigned channel and distributor relationships.
  • Identify, research, and contact prospective distributors to build positive relationships that will generate future sales and repeat business.

Requirements:

  • Excellent interpersonal skills, communication, and presentation skills.
  • Well-entrenched and networked in the local AMC market.
  • Strong grasp of investment concepts and products in the asset management industry, including a very good understanding of equity and fixed income markets.
  • Effective knowledge of MS Word, Excel, and PowerPoint.
  • Strong analytics and problem-solving skills.
  • Aptitude for building positive relationships.
  • NISM Series V - Mutual Funds Distributor Module certified.
  • Excellent communication skills, collaboration, innovation, and continuous improvement.
  • A positive, go-getter attitude and acts as a part of a team.
  • Display entrepreneurial drive, passion, and enthusiasm.
  • Focuses on clients.
  • Financial Services preferably Mutual Fund sales.
  • 5-10 years of experience.

About Us:

OppenheimerFunds Distributor, Inc is an equal opportunity employer and is committed to diversity and inclusion in the workplace.

What We Offer:

  • Competitive Compensation.
  • Flexible, Hybrid Work.
  • 30 days' Annual Leave + Public Holidays.
  • Life Insurance.
  • Retirement Planning.
  • Group Personal Accident Insurance.
  • Medical Insurance for Employee and Family.
  • Annual Health Check-up.
  • 26 weeks Maternity Leave.
  • Paternal Leave.
  • Adoption Leave.
  • Near site Childcare Facility.
  • Employee Assistance Program.
  • Study Support.
  • Employee Stock Purchase Plan.
  • ESG Commitments and Goals.
  • Business Resource Groups.
  • Career Development Programs.
  • Mentoring Programs.
  • Invesco Cares.
  • Dress for your Day.


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